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Sterling Financial Services

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Sterling Financial Services, LLC Enhances the Wealth Management Process

Concord, NH, February 24, 2012 --( Sterling Financial Services, LLC recently affiliated with one of the nation’s leading consulting organization, Peak Advisor Alliance. With this new affiliation, Sterling Financial Services, LLC now has access to a network of over 700 of the country’s top wealth advisors, all of whom share a passion for excellent service and expert advice.

“The philosophy of our new affiliate organization is, ‘No one of us is as smart as all of us,’” commented James E. Knee, Founder and CEO of Sterling Financial Services, LLC “Simply put, my new colleagues believe in sharing their best ideas and strategies for helping clients through the maze of the wealth-planning process,” he added. Through semi-annual workshops, monthly educational conference calls, and as-needed consulting support, Sterling Financial Services, LLC now has a dramatically expanded network of professionals who can assist them in meeting their clients’ wealth planning needs. To further assist with our goal of extraordinary customer service the following staffing changes have been made.

Lisa F. Thomas, has been promoted to Vice President of Operations/ Associate Wealth Advisor as well as made a 20% equity partner in the company. Lisa will continue to assist clients, provide financial planning, oversee the operations and compliance functions as well as assist in research and development of our business growth.

Kateri C. MacGilvra, is now the Operations Associate and Director of First Impressions. Kat will continue to be charge of processing new account paperwork, transfers, contributions as well as answering client questions and concerns.

Cassandra Cressy, is now the Marketing Associate. Cassie will be in charge of client events, coordinating the weekly commentary and/or informational emails and scheduling client appointments.

In addition, Sterling Financial Services, LLC will receive additional support in enhancing its infrastructure and elevating its level of client service. “World class advice coupled with world class service is what we continually strive for at Sterling Financial Services, LLC, James E. Knee said. “Our affiliation with PEAK will help us do both.”

For additional information, contact: James E. Knee, Sterling Financial Services, LLC, at (603) 224-1010 or info@SterlingFinancial.Co

At Sterling Financial Services, LLC, James utilizes a holistic wealth management system to provide clients with comprehensive plans where their assets can be viewed, tracked and monitored in a way regardless of where they are held. James has been selected by peers, clients and industry experts as one of New Hampshire’s Five Star Wealth Managers and was recognized for excellence in service to area medical professionals.


Registered Representative Securities offered through Investors Capital Corporation a Broker/Dealer, Member FINRA/SIPC

Investment Advisor Representative Sterling Financial Services, LLC, Concord, NH
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Sterling Financial Services, LLC
James Knee

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